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EVMBX Eaton Vance AMT-Free Municipal Income I

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Fund EVMBX Eaton Vance AMT-Free Municipal Income I RVNU Deutsche X-trackers Muni Infras Revn Bd  
100% 92%
Annual Fees
(0.57% Exp. Ratio)
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$15,548.48 $16,866.29
Est. savings over 30 yrs +$1,317.81
As of 9/30/16
1 YR RETURN 6.60%
3 YR 7.34%
5 YR 6.18%
10 YR 4.11%
1 YR RETURN 9.65%
3 YR 8.78%
5 YR --
10 YR --
The investment seeks to provide current income exempt from regular federal income tax. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in obligations issued by or on behalf of states, territories and possessions of the United States and the District of Columbia and their political subdivisions, agencies or instrumentalities, the interest on which is exempt from regular federal income tax. It normally acquires municipal obligations with maturities of ten years or more, but may acquire securities with shorter maturities.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the Solactive Municipal Infrastructure Revenue Bond Index (the "underlying index"). The fund will invest at least 80% of its total assets (but typically far more) in instruments that comprise the underlying index. The underlying index is comprised of tax-exempt municipal securities issued by states, cities, counties, districts, their respective agencies, and other tax-exempt issuers. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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